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Breeze by HubSpot: Guide to AI Agents, Assistants & Apps

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Written by Ashlie Jones
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Guide to AI Agents, Assistants & Apps using Breeze by HubSpot
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Forget everything you thought you knew about business AI.

HubSpot unveiled Breeze, the most comprehensive AI workforce platform ever built for business growth.

This isn't just chatbots or writing assistants. This is autonomous AI agents that work 24/7, AI assistants that know your business inside and out, and a marketplace where you can hire specialized AI workers for any task.

The AI Workforce Revolution

The AI Workforce Revolution Section - image of robots in a group with one in front of the others

Why Traditional AI Tools Fall Short


Most business AI feels like this:

  • Generic responses that don't understand your business
  • Isolated tools that don't connect to your real data
  • Limited functionality that requires constant human oversight
  • Cookie-cutter solutions that every competitor can access

The result? AI that creates more work than it saves, with minimal business impact.

How Breeze Changes Everything


Breeze AI is built differently. Instead of generic tools, you get:

Business-Aware Intelligence - Every AI agent and assistant understands your customers, deals, processes, and objectives because it's built directly into HubSpot.

Autonomous Operation - AI agents work independently, making decisions and taking actions without constant supervision.

Continuous Learning - The more you use Breeze, the smarter it gets about your specific business context and preferences.

Complete Integration - Every Breeze feature connects seamlessly with your existing HubSpot data and workflows.

Meet Your New AI Team

Meet Your New AI Team Section - image of robot and human shaking hands

Breeze Customer Agent: Your 24/7 Revenue Machine


The Customer Agent has evolved from a simple chatbot into an autonomous revenue-generating team member.

What It Does Now:

Smart Prospecting

  • Qualifies leads in real-time using your specific criteria
  • Triggers personalized follow-up sequences based on prospect responses
  • Books meetings automatically when prospects show buying intent
  • Updates lead scores and CRM records continuously

Advanced Conversations

  • Handles both voice and text conversations naturally
  • Maintains context across multiple interaction channels
  • Personalizes responses based on complete customer history
  • Escalates to humans only when necessary

Revenue Intelligence

  • Identifies upsell and cross-sell opportunities during conversations
  • Tracks sentiment changes and buying signals
  • Provides real-time coaching suggestions to human team members
  • Generates detailed conversation analytics and insights

Multiple Personalities
This was the most requested feature: You can now run multiple Customer Agents in a single portal, each customized for different use cases:

  • Support Agent for customer service inquiries
  • Sales Agent for lead qualification and nurturing
  • Product Expert for technical questions
  • Industry Specialist for niche market conversations

Real-World Impact:

  • 300% increase in after-hours lead conversion
  • 65% reduction in response time to prospect inquiries
  • 180% improvement in lead qualification accuracy
  • 45% decrease in sales team administrative work

Breeze Assistant: ChatGPT That Knows Your Business


Previously known as Breeze Copilot, the Assistant has been completely rebuilt to become your business-aware AI collaborator.

Cross-Platform Intelligence Unlike generic AI assistants, Breeze Assistant pulls context from everywhere your business operates:

  • HubSpot CRM data and interaction history
  • Google Workspace documents and emails
  • Microsoft Teams conversations and files
  • Slack discussions and shared content
  • External business applications and databases

Business Intelligence on Demand Ask complex questions and get real analysis:

  • "Which deals are at risk this quarter and why?"
  • "What content performs best with our enterprise prospects?"
  • "How has our customer sentiment changed in the last 60 days?"
  • "Which marketing campaigns are generating the highest-value leads?"

Memory That Actually Works The Assistant learns your preferences, communication style, and business priorities:

  • Remembers previous conversations and context
  • Adapts responses to your preferred format and detail level
  • Learns your business terminology and acronyms
  • Gets better at predicting what information you need

Mobile and Desktop Access Your AI assistant follows you wherever you work, maintaining complete context across all devices and platforms.

Custom Assistants: Build Your Specialized AI Team


Through Breeze Studio, you can now build custom AI assistants tailored to specific business functions.

Custom Assistant Creation Process

  1. Define the Role
  • Specify the assistant's primary function and expertise area
  • Set personality traits and communication style
  • Define decision-making boundaries and escalation criteria
  1. Feed It Knowledge
  • Upload industry-specific documents and resources
  • Connect to relevant data sources and systems
  • Import previous conversation transcripts and best practices
  1. Train and Optimize
  • Test with real scenarios and customer interactions
  • Refine responses based on performance feedback
  • Optimize for specific business outcomes and KPIs

Popular Custom Assistant Types:


Onboarding Assistant

  • Guides new customers through implementation
  • Answers common setup questions
  • Tracks progress and identifies bottlenecks
  • Schedules check-ins with human team members

Technical Support Assistant

  • Handles product troubleshooting inquiries
  • Accesses knowledge base and documentation
  • Creates support tickets for complex issues
  • Provides step-by-step resolution guidance

Industry Specialist Assistant

  • Understands sector-specific terminology and challenges
  • Provides relevant case studies and examples
  • Knows regulatory requirements and compliance issues
  • Connects prospects with appropriate solutions


The Breeze Marketplace: Your AI App Store

The Breeze Marketplace_ Your AI App Store Section - image of Breeze logo

HubSpot completely reimagined its marketplace experience, creating the world's first AI workforce marketplace.

Available AI Agents at Launch


Company Research Agent

  • Comprehensive prospect intelligence gathering
  • Funding information and leadership changes
  • News monitoring and market analysis
  • Competitive landscape research
  • Industry trend identification

Closing Agent

  • Helps seal deals with prospects on the fence
  • Addresses common objections with proven responses
  • Provides pricing justification and ROI calculations
  • Schedules decision-maker meetings
  • Follows up on pending proposals

Customer Handoff Agent

  • Seamlessly transitions customers between teams
  • Maintains context across all interactions
  • Updates all relevant team members
  • Schedules appropriate follow-up activities
  • Ensures no details are lost in transition

Customer Health Agent

  • Monitors account engagement and usage patterns
  • Identifies at-risk customers before they churn
  • Triggers proactive outreach campaigns
  • Recommends retention strategies
  • Tracks success metrics and outcomes

RFP Response Agent

  • Automated proposal and RFP responses
  • Pulls relevant case studies and testimonials
  • Customizes responses based on client requirements
  • Maintains compliance with legal guidelines
  • Tracks proposal performance and outcomes

The Bigger Marketplace Vision


Partner Agent Development

Eventually, HubSpot partners will be able to build and sell custom agents in the marketplace, creating new revenue opportunities and specialized solutions for niche industries.

Industry-Specific Agents
Specialized agents for healthcare, manufacturing, professional services, e-commerce, and other verticals with unique requirements.

Advanced Workflow Agents
Complex agents that handle multi-step business processes like lead nurturing, customer onboarding, and renewal management.

Breeze Studio: Your AI Command Center

Breeze Overview - Breeze Studio Section - Screenshot of Breeze Studio area where you can add a company research agent

Breeze Studio is where you design, customize, and manage your entire AI workforce.

The Assistant Editor


Build from Scratch

  • Define AI personality and communication style
  • Set knowledge boundaries and expertise areas
  • Configure integration with business systems
  • Establish decision-making criteria and escalation rules

Knowledge Management

  • Upload documents, FAQs, and training materials
  • Connect to external data sources and APIs
  • Import conversation histories and best practices
  • Set up automatic knowledge updates

Performance Optimization

  • Test assistants with real scenarios
  • Analyze conversation quality and outcomes
  • Refine responses based on user feedback
  • Monitor performance metrics and KPIs

The Agent Editor

Customize Pre-Built Agents

  • Modify existing agent knowledge and capabilities
  • Adjust decision-making parameters
  • Configure integration with specific business processes
  • Set up custom triggers and automation rules

Agent Training

  • Provide industry-specific context and examples
  • Upload relevant documents and resources
  • Define success criteria and optimization goals
  • Test agent performance with real scenarios

Workflow Integration

  • Connect agents to existing HubSpot workflows
  • Set up triggers based on customer behavior
  • Configure automatic actions and follow-ups
  • Monitor agent performance and effectiveness

Implementation Strategy: Building Your AI Workforce

Implementation Strategy_ Building Your AI Workforce Section - image of AI rendering of an office building

Phase 1:

FOUNDATION (WEEKS 1-2)


Current Process Audit

  • Identify repetitive tasks that consume team time
  • Map customer interaction touchpoints
  • Analyze response time and quality issues
  • Document common questions and scenarios

AI Workforce Planning

  • Prioritize highest-impact use cases for AI implementation
  • Define success metrics for each AI agent/assistant
  • Plan integration with existing processes and systems
  • Set up measurement and optimization frameworks

Phase 2:
Core Implementation (Weeks 3-6)


Customer Agent Deployment

  • Configure multiple agent personalities for different use cases
  • Set up conversation routing and escalation rules
  • Integrate with existing CRM data and workflows
  • Train agents on company-specific knowledge and processes

Assistant Configuration

  • Deploy general Breeze Assistant for team productivity
  • Create custom assistants for specific business functions
  • Configure cross-platform integrations and data access
  • Train team members on effective AI collaboration

PHASE 3:
Specialized Agents (Weeks 7- 10)


Marketplace Agent Integration

  • Deploy Company Research Agent for sales intelligence
  • Implement Customer Health Agent for proactive support
  • Configure Closing Agent for deal progression
  • Set up RFP Agent for proposal automation

Custom Development

  • Build industry-specific assistants for unique needs
  • Create workflow-specific agents for complex processes
  • Develop specialized knowledge bases and training materials
  • Optimize agent performance for specific business outcomes


Phase 4:

Optimization and scale (weeks 11-12)


Performance Analysis

  • Analyze AI workforce performance metrics
  • Identify optimization opportunities and bottlenecks
  • Refine agent training and knowledge bases
  • Optimize integration with business processes

Team Training and Adoption

  • Train team members on AI collaboration best practices
  • Develop guidelines for AI oversight and quality control
  • Create processes for continuous AI improvement
  • Establish metrics for ongoing performance measurement


Breeze Pricing and Investment

Breeze Pricing and Investment Section - screenshot of HubSpot's breeze page

What's Included vs. What Costs Credits


Free with Core Seats:

  • Basic data enrichment (no longer consumes credits)
  • Standard Breeze Assistant functionality
  • Basic Customer Agent conversations
  • Access to Breeze Studio for configuration

Credit Consumption:

  • Advanced AI agents from the marketplace
  • Custom assistant creation and training
  • Data Agent advanced analysis
  • High-volume Customer Agent conversations
  • Prospecting Agent activities

Credit Economics


Typical Credit Consumption:

  • Customer Agent: 1 credit per conversation
  • Company Research Agent: 2-5 credits per company report
  • Custom Assistant creation: 10-50 credits per assistant
  • Data Agent analysis: 1-3 credits per query

Credit Value:

  • Additional credits: $10 per 1,000 credits
  • Credits pool across all HubSpot products
  • No expiration on purchased credits
  • Volume discounts available for high-usage accounts

ROI Calculation


Average Customer Results:

  • 40 hours per month saved on repetitive tasks
  • 300% improvement in after-hours lead response
  • 65% reduction in customer support response time
  • 180% increase in lead qualification accuracy

Investment vs. Return:

  • Monthly credit cost: $50-200 per team member
  • Human equivalent cost: $3,000-8,000 per team member
  • ROI: 1,500-3,000% improvement in cost efficiency
  • Payback period: 2-4 weeks typical implementation


Common Implementation Challenges and Solutions

Common Implementation Challenges and Solutions Section - image of robot arm touching a digital screen

Challenge #1: Team Resistance to AI

Problem: Team members worried about AI replacing their jobs 
Solution: Position AI as augmentation, not replacement. Show how AI handles routine tasks so humans can focus on relationship building and strategic work.

Challenge #2: Poor Initial AI Performance

Problem: AI agents providing generic or incorrect responses 
Solution: Invest time in proper training with company-specific knowledge, conversation examples, and continuous feedback loops.

Challenge #3: Integration Complexity

Problem: Difficulty connecting AI agents to existing business processes 
Solution: Start with simple use cases and gradually expand. Use HubSpot's workflow integration to connect AI actions to business processes.

Challenge #4: Measuring AI ROI

Problem: Difficulty quantifying AI impact on business outcomes 
Solution: Establish baseline metrics before implementation and track specific KPIs like response time, conversion rates, and team time savings.


The Future of Business AI

The Future of Business AI Section - image of robot arm touching digital rocket on screen

What's Coming Next for Breeze


Advanced Predictive Capabilities
AI agents that predict customer behavior, market trends, and business opportunities with increasing accuracy.

Cross-Business Intelligence AI that learns from anonymized data across HubSpot's customer base to improve performance for everyone.

Voice-First AI Interactions Natural voice conversations that feel indistinguishable from human interactions.

Autonomous Decision Making AI agents that can make increasingly complex business decisions without human oversight.

Industry Impact Predictions


12 Months:
Early adopters gain significant competitive advantages through AI automation
24 Months: AI workforce becomes standard expectation for business efficiency
36 Months: Businesses without AI workforce struggle to compete on speed and cost.


Getting Started: Your AI Workforce Action Plan

Getting Started_ Your AI Workforce Action Plan Section - Image of robot holding briefcase

Immediate Steps (This Week)

  1. Audit Current Team Tasks

    • List repetitive tasks that consume significant time
    • Identify customer interaction bottlenecks
    • Document common questions and scenarios
    • Calculate time spent on routine activities


  2. Plan Your AI Implementation

    • Prioritize highest-impact use cases
    • Set realistic timeline and expectations
    • Define success metrics and measurement methods
    • Prepare team for AI collaboration training


  3. Start with Customer Agent

    • Configure basic Customer Agent for lead qualification
    • Set up conversation routing and escalation
    • Train agent with company-specific knowledge
    • Monitor initial performance and optimize

Next Steps (This Month)

  1. Deploy Marketplace Agents

    • Implement Company Research Agent for sales intelligence
    • Add Customer Health Agent for proactive support
    • Configure Closing Agent for deal progression
    • Measure impact on team productivity and outcomes


  2. Build Custom Assistants

    • Create industry-specific assistants for unique needs
    • Develop assistants for internal team productivity
    • Train assistants with specialized knowledge bases
    • Optimize performance for specific business functions


  3. Scale and Optimize

    • Expand AI usage across additional team members
    • Refine agent training and performance
    • Integrate AI deeper into business processes
    • Develop centers of excellence for AI best practices


Real-World Success Stories

Case Study: Professional Services Firm


The Challenge:
50-person consulting firm struggled with prospect research, proposal writing, and client handoffs between teams.

Breeze Implementation:

  • Deployed Company Research Agent to gather prospect intelligence
  • Used RFP Agent to automate proposal responses
  • Implemented Customer Handoff Agent for seamless transitions

Results After 3 Months:

  • 75% reduction in time spent on prospect research
  • 60% faster proposal turnaround time
  • 90% improvement in handoff accuracy
  • 40% increase in proposal win rate

Case Study: B2B SaaS Company


The Challenge:
Growing software company needed to scale customer support without proportionally increasing headcount.

Breeze Implementation:

  • Configured multiple Customer Agents for different support tiers
  • Built custom Technical Support Assistant with product documentation
  • Deployed Customer Health Agent for proactive outreach

Results After 6 Months:

  • 200% increase in support capacity without hiring
  • 85% of tier-1 issues resolved by AI
  • 45% reduction in customer churn
  • 92% customer satisfaction with AI support

The Bottom Line


Breeze isn't just another AI tool, it's the foundation of your future workforce.

The businesses that build comprehensive AI workforces now will have compound advantages that become almost impossible for competitors to overcome:

  • 24/7 operations without human limitations
  • Consistent quality across all customer interactions
  • Scalable intelligence that improves with every interaction
  • Cost efficiencies that free up resources for growth

The businesses that wait? They'll be competing against AI-powered teams with human-supported operations.

The AI workforce revolution has begun. The question isn't whether you'll eventually build an AI team, it's whether you'll be early enough to dominate your market.

Ready to build your AI workforce? As Platinum HubSpot Partners, we're helping forward-thinking businesses deploy AI that actually drives results. Book your Breeze AI strategy session today.